Paratus Wealth Management provides personalized investment portfolio management and financial planning services. They help clients create financial stability, security, and independence. Their services include developing detailed financial and investment strategies, and suggesting alterations as life and financial circumstances change.
Assets Under Management$72M
Clients44
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The firm may negotiate the management fee lower on a client-to-client basis depending on the size and complexity of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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